1 year ago

Funny, I have yet to see a TV spot for a credit union or bank offering FinanceWorks? Must be one somewhere?  There is tremendous value in a white label PFM solution. Of course Total Finance is Powered by Unitus and Geezeo.

2 years ago
PFM REQUIRES DIALOG

The advantages of PFM are many. It provides ease, convenience and instant access to information. And all this supports growth and retention objectives. But when PFM is combined with an interactive online social community, a financial institution can establish dialog and become part of a conversation. A meaningful and relevant conversation, supported by intelligent messaging, can go a long way towards restoring trust and building a stronger value proposition.

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